| Gleason Group, Inc. | 150 | $19.9K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 148 | $19.6K | 0.01% | +148 | New |
| JNBA Financial Advisors | 146 | $19.3K | 0.00% | −4−2.7% | Reduced |
| Financial Management Professionals, Inc. | 136 | $18.0K | 0.00% | −36−20.9% | Reduced |
| Versant Capital Management, Inc | 131 | $17.3K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 130 | $17.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 126 | $16.7K | 0.00% | +25+24.8% | Added |
| South State Corp. | 125 | $16.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 124 | $16.4K | 0.00% | +124 | New |
| Abound Wealth Management | 122 | $16.2K | 0.01% | +38+45.2% | Added |
| TD Ameritrade Investment Management, LLC | 124 | $16.0K | 0.00% | +63+103.3% | Added |
| Tradewinds Capital Management, LLC | 115 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $14.8K | 0.01% | +112 | New |
| Legacy Bridge, LLC | 111 | $14.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $14.2K | 0.00% | −40−27.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 103 | $13.6K | 0.01% | −4−3.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 101 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 101 | $13.4K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $13.1K | 0.00% | +6+6.5% | Added |
| Rosenberg Matthew Hamilton | 97 | $12.8K | 0.00% | −109−52.9% | Reduced |
| Stonebridge Capital Advisors LLC | 96 | $12.7K | 0.00% | −66−40.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 93 | $12.3K | 0.01% | +93 | New |
| Hexagon Capital Partners LLC | 90 | $11.9K | 0.00% | −80−47.1% | Reduced |
| PFS Partners, LLC | 88 | $11.6K | 0.01% | +88 | New |
| ORG Partners LLC | 84 | $11.1K | 0.00% | +84 | New |
| Globeflex Capital L P | 84 | $11.1K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 81 | $10.7K | 0.02% | +81 | New |
| Lee Financial Co | 79 | $10.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 78 | $10.3K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $10.0K | 0.00% | +10+17.2% | Added |
| Crewe Advisors LLC | 75 | $9.93K | 0.00% | −62−45.3% | Reduced |
| Atwood & Palmer Inc | 75 | $9.93K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 71 | $9.40K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 69 | $9.13K | 0.00% | −1,904−96.5% | Reduced |
| Toth Financial Advisory Corp | 66 | $8.74K | 0.00% | −19−22.4% | Reduced |
| Global Wealth Strategies & Associates | 63 | $8.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 61 | $8.07K | 0.00% | +61 | New |
| Pflug Koory, LLC | 60 | $7.94K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $7.68K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $7.68K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 56 | $7.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $6.88K | 0.00% | −3−5.5% | Reduced |
| M&R Capital Management Inc | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 47 | $6.28K | 0.00% | −23−32.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 47 | $6.22K | 0.00% | +47 | New |
| Disciplined Investments, LLC | 44 | $5.82K | 0.00% | −4−8.3% | Reduced |
| Key Financial Inc | 44 | $5.82K | 0.00% | +44 | New |
| Sound Income Strategies, LLC | 43 | $5.69K | 0.00% | −22−33.8% | Reduced |
| Level Financial Advisors, Inc. | 43 | $5.69K | 0.00% | +43 | New |
| Annapolis Financial Services, LLC | 42 | $5.56K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $5.29K | 0.00% | +40 | New |
| Gradient Investments LLC | 35 | $4.63K | 0.00% | +35 | New |
| Hoey Investments, Inc | 32 | $4.24K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $4.24K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 32 | $4.24K | 0.00% | +19+146.2% | Added |
| Coston, McIsaac & Partners | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $3.57K | 0.00% | +27 | New |
| Cherry Tree Wealth Management, LLC | 25 | $3.24K | 0.00% | +25 | New |
| TFC Financial Management | 24 | $3.18K | 0.00% | −76−76.0% | Reduced |
| Highline Wealth Partners LLC | 23 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 189 | $2.95K | 0.01% | +46+32.2% | Added |
| Motco | 22 | $2.91K | 0.00% | +19+633.3% | Added |
| North Star Investment Management Corp. | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| New Millennium Group LLC | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 15 | $1.99K | 0.00% | +15 | New |
| BerganKDV Wealth Management, LLC | 13 | $1.72K | 0.00% | −71−84.5% | Reduced |
| Missouri Trust & Investment Co | 13 | $1.72K | 0.00% | +13 | New |
| Bellevue Asset Management, LLC | 13 | $1.72K | 0.00% | +1+8.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | +2+12.5% | Added |
| Hazlett, Burt & Watson, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Safeguard Financial, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 7 | $927 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $826 | 0.00% | −75−92.6% | Reduced |
| Sentinus, LLC | 572 | – | – | +572 | New |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −843,814−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −659,930−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −440,307−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −306,812−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −178,583−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −142,098−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −117,013−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −116,540−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −106,911−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −69,080−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −68,266−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −51,034−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −44,512−100.0% | Sold out |
| Summitry LLC | 0 | $0 | 0.00% | −41,841−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |